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WisdomTree Yield Enhanced US Aggregate Bond Fund
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Overview Fund Activity

156 hedge funds and large institutions have $862M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 64 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
-2
Holders Change %
-1.27%
% of All Funds
2.26%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
17
Increased
64
Reduced
57
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$29.5M
2
Bank of America
2
Bank of America
North Carolina
$173M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$46.6M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$32.8M
5
Jane Street
5
Jane Street
New York
$9.84M

Top Sellers

1
EH
1
Equitable Holdings
New York
$366K
2
AWM
2
AE Wealth Management
Kansas
$9.34M
3
Morgan Stanley
3
Morgan Stanley
New York
$22.5M
4
LPL Financial
4
LPL Financial
California
$53.1M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
HGERS
126
Householder Group Estate & Retirement Specialist
Arizona
$41.4K – – –
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$40.3K -$12.5K -287 -24%
AF
128
Allworth Financial
California
$39.6K -$44.9K -1,035 -53%
PAM
129
Palisade Asset Management
Minnesota
$33.6K +$33.6K +774 New
PTC
130
Private Trust Company
Ohio
$33.4K -$3.99K -92 -11%
LFA
131
LGT Financial Advisors
Texas
$32.4K – – –
C
132
Covestor
United Kingdom
$24K +$2.43K +56 +11%
CPA
133
Clear Point Advisors
New York
$22.8K +$130 +3 +0.6%
SIS
134
Sound Income Strategies
Florida
$21.7K -$10.1K -232 -32%
T
135
Tidemark
California
$21.7K -$5.17K -119 -19%
TAM
136
Tucker Asset Management
Colorado
$19.8K -$8.85K -204 -31%
SPIA
137
Steward Partners Investment Advisory
New York
$17.5K -$1.88M -43,342 -99%
TC
138
Truvestments Capital
Florida
$13.6K – – –
CAL
139
Capital Analysts LLC
Pennsylvania
$11K -$2.93K -70 -21%
FGAM
140
Financial Gravity Asset Management
Texas
$10.5K -$94.4K -2,160 -90%
IA
141
IFP Advisors
Florida
$9.64K -$2.26K -52 -19%
WWP
142
WR Wealth Planners
Missouri
$9.46K +$9.46K +218 New
CIAS
143
Capital Investment Advisory Services
North Carolina
$8.72K – – –
SWM
144
Spire Wealth Management
Virginia
$8.2K – – –
KFI
145
Key Financial Inc
Pennsylvania
$5.95K – – –
WIC
146
Woodmont Investment Counsel
Tennessee
$4.34K +$4.34K +100 New
RG
147
Retirement Group
California
$3.21K – – –
CAM
148
Creekmur Asset Management
Illinois
$2.04K – – –
WTA
149
Washington Trust Advisors
Massachusetts
$999 – – –
CA
150
Continuum Advisory
Idaho
$856 +$856 +20 New
3 4 5
6
7